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AnnouncementImprovement
3 years ago

New Enhancement: Recurrent Services


Create recurring work orders based on the date or day of the week. This new feature can be used on Maintenance or Cleaning tasks. 

To Create a new Recurrent Service, follow the steps below:

Start by selecting "Settings"

From there, select "Services"

Select "Program Recurrent Service"

Key note: The service will need to be created on the top menu first.


From there, fill out the box below

The options for mode are listed below. This determines what settings will populate.


Once the Mode has been selected, determine the frequency using "Period Step".

To start utilizing the recurrent service, go to the "Recurrent Services" screen in the main navigation menu.

Then select the yellow pencil icon to assign the service.


Select the "Assign to" and hit save. The service has now been programmed and assigned.


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